Adviser

Your trusted partner.

Strawberry Pensions is provided in association with TRUST|Pensions, part of the Corporate Pensions Trust, a multi-employer defined contribution only master trust, that has been designed specifically for auto-enrolment.

We welcome Advisers and Accountants as our partners to help employers comply with their obligations and provide ongoing governance around the scheme.

Our investment options are selected from leading asset managers. After signing up to the scheme, the administration is entirely streamlined and paperless.

For more information about opportunities for partnership with Strawberry Pensions, please contact us.

To refer employers to an auto-enrolment compliant scheme, and to manage their account using Delegated Access, please refer to the TRUST|10 Steps below.

TRUST|10 Steps: Auto-Enrolment in Ten Steps

Each employer has a date by which they need to comply with the law. This is called your staging date. You must set up a workplace pension scheme before your staging date, if you don’t already offer one. Find out yours now using the staging date tool.

You need to tell The Pensions Regulator (TPR) who’ll be responsible for managing the automatic enrolment process by nominating a contact. Over the coming months, TPR will send help and guidance to this person.

There are a number of tasks that will need to be completed by your staging date, including assessing your workforce to see who’s eligible, choosing a pension scheme, and communicating to staff. To help you prepare use the automatic enrolment action planner to find out what you need to do and by when.

Before joining TRUST|Pensions, you should consider the TPR guide for (Employers, Advisers or Accountants) on what makes a quality scheme and our Quality Assurance Statement. You can decide whether to sign up to the scheme using the EXPRESS form for ease and convenience using standard terms (minimum statutory contributions on qualifying earnings for all eligible workers) or using the BESPOKE form for a more tailored approach. If using the BESPOKE form you may want help from one of our partners who may charge for their services. If you want to outsource everything to us, we can provide an Assisted Sign Up (ASU) service for a one off £750+VAT fee. You need to provide us with information about your employees to enrol them. As a minimum, for each of your employees you’ll need their: • name • address • date of birth • National Insurance number • Personal Email address

You must pay any pension contributions you take from your employees into your staff pension scheme by our agreed date (5th of the following month). Before making your first contribution, we suggest you send a test file of your worker assessment and a test file of your contribution template. More information will be provided to you when you join the scheme.

Consideration of good governance of your TRUST|Pensions scheme is an ongoing requirement on employers. The Governance Template provided by TPR good provide a starting point, or talk to one of our partners as to how they can help.

Get the Guide

Additional Resources

Express or Bespoke?

For a streamlined solution, the EXPRESS route uses standard terms (minimum statutory contributions on qualifying earnings), meaning there’s less to decide. This might be appropriate if your client is staging imminently, or is focused on compliance.

For more engaged clients, the BESPOKE route means terms can be tailored for different groups of workers. This requires a more consultative approach betwee you and your client if time allows.

Employer Registration Forms

Right click on the link below and select ‘save link as’ or ‘save target as’ and save the form to your computer.

Once the file is saved on your computer you can create a copy for each employer client and work with them to complete it.

Once completed, print, have signed and return by post.

NOTE: Do not open the form in your browser, as you will not be able to save changes.

Employers

Employees

Adviser

You should always remember that the value of your investments and any income from them can go down as well as up and you may get back less than the amount you originally invested. All investments carry an element of risk which may vary significantly. If you are unsure as to the suitability of a particular investment or product, you should seek professional independent financial advice. Tax rules, rates and reliefs are subject to change without notice in the future and taxation will depend on your personal circumstances. Charges may be subject to change in the future.

Strawberry Invest Limited is an appointed representative of P1 Investment Management Limited who are authorised and regulated by the Financial Conduct Authority under firm reference number 752005. This information can be verified on the Financial Services Register. Strawberry Invest Limited is registered in England No. 08860958. Registered office, Southgate House, 59 Magdalen Street, Exeter, Devon, EX2 4HY.

Currently Strawberry Invest is in the process of developing and introducing its new, advanced investment platform. By releasing our own platform and becoming platform operator we can push developments, improve customer service, and importantly reduce charges. Planned developments for the new platform will include exciting things such as: ethical Model portfolios, Strawberry Picks (our reviewed and rated Investments), JISAs and much more.

Unfortunately though, due to the current ongoing development, we currently cannot accept new applications for Strawberry Invest accounts.